Revenova TMS 7.12 Installation Guide

Overview

Initial TMS Installation

1. Use these instructions only if you are a first-time installer of Revenova TMS. Go to the Upgrading from a Previous Version section to perform an upgrade of a previous release.

2. From Setup → Lightning Email Templates toggle Folders and Enhanced Sharing to On.

   1. Create a new Permission Set.

      1. From Setup → Permission Sets.

      2. Click the New button at the top of the Permission Sets list.

      3. Label the new Permission Set, Manage Public Lightning Email Templates and Drag-and-Drop Content Builder.

      4. Click Save.

      5. Click the link for System Permissions and click the Edit button. Search for these two permissions and add them to the Permission Set:

         1. Manage Public Lightning Email Templates.

         2. Access drag-and-drop content builder.

      6. On the Permission Changes Confirmation modal, click Save.

   2. Assign the Manage Public Lightning Email Templates and Drag-and-Drop Content Builder Permission Set to the logged in user completing the installation.

3. Obtain the URL and install the package, using the Install for all Users setting.

4. Wait a few minutes for the application to complete the installation process. You will receive an email upon completion of the installation.

5. From Setup → Installed Packages click on the Manage Licenses link for the TMS package and assign licenses to users.

6. From Setup → State and Country/Territory Picklists turn on Country/State Picklists. Start with the United States as the only country unless you have more information.

7. From Setup → Data Management → Data Integration Rules activate Geocodes for Account Shipping Address.

8. From Setup → Enhanced Email. Confirm that Enhanced Email is Enabled.

9. From Setup → Workflow Rules. Make sure the TMS Auto-Reject Carrier Transportation Profile workflow rule is active or an equivalent method to invalidate unacceptable carriers.

10. From Setup → Duplicate Rules. Turn off Matching Rules and Duplicate Rules for Accounts and Contacts as they can prevent auto-creation of accounts in the application.

11. From Object Manager, navigate to the following objects. For each, click the Edit button. Under Optional Features, check the box for Track Field History. Click Save.

    1. Carrier Quote

    2. Carrier Quote Accessorial

    3. Claim

    4. Container

    5. Customer Quote

    6. Customer Quote Accessorial

    7. Customer Quote Tax

    8. EPayment

    9. Line Item

    10. Load

    11. Load Accessorial

    12. Load Reference

    13. Sales Tax

    14. Stop

    15. Transportation Profile

12. From TMS Admin → Configuration click on the Reset Reference Data button ONCE. Wait for this process to complete.

13. From TMS Admin → Configuration fill out all the fields in the top section with valid values.

14. Create a global (broker) transportation profile as the global default and set it from TMS Admin → Configuration.

15. From TMS Admin → Equipment Types set the four load board equipment types by visiting and filling out all information on each Equipment Type record.

16. From Setup → Chatter Settings enable Chatter.

17. From Setup → Trusted URLs add a new trusted URL for ALK Maps:

    

18. Make sure these custom Account fields are displayed for TMS users, properly secured:

    1. TMS Type

    2. Transportation Profile

    3. DBA Name

    4. Customer Sales Rep

    5. Default Payment Method

    6. Posting City

    7. Posting State/Province

    8. Time zone

19. Make sure the Transportation Role field is displayed for TMS users on the Contact page layout.

20. Provide appropriate CRUD access to each user profile for each TMS object.

21. Tailor page layouts and lightning record pages as appropriate for each profile.

22. Please refer to Getting Started with Revenova and the Revenova Knowledge Base for detailed descriptions, configuration settings, and customizations available in the application.

Upgrading from a Previous Version

You must perform each set of upgrade tasks (EXCEPT for the package installation step which can skip from any release to the latest) if you are upgrading from a release prior to the previous release.  

Follow the upgrade steps from the oldest release to the newest release, in order, for any upgrades that span multiple releases.

Release 7.12 TMS Upgrade Instructions (ETC: 60 minutes)

Accounting Seed customers must have BOTH the TMS and Accounting Seed Installation Guide packages before upgrading. Complete the TMS Upgrade installation before installing the Accounting Seed Bridge package. See the Accounting Seed Bridge installation instructions for more information.

Fleet Module customers can NOT upgrade to the 7.12 release at this time.

Items in blue can be skipped if the feature is not being used. Structural changes in red should always be made.

1. You must install and test in a sandbox environment before upgrading to the production environment.

2. You must have installed and completely configured Release 7.11 before installing this release.

3. SFDC/TMS Pre-Configuration

   1. For Accounting Seed customers, do not install this TMS release until you have the Accounting Seed Bridge package URL also. They must be upgraded at the same time.

   2. From Setup → Duplicate Rules. Turn off Matching Rules and Duplicate Rules for Accounts and Contacts as they can prevent auto-creation of accounts in the application.

   3. From Setup → Data Management → Data Integration Rules activate Geocodes for Account Shipping Address.

   4. From Setup → State and Country/Territory Picklists turn on Country/State Picklists. Start with the United States as the only country unless you have more information. These picklists should be enabled unless there is a backward-compatibility issue with other packages or customizations.

   5. From the Object Manager, make sure no values were added to the Load object’s Sales Status or Load Status picklist fields or the Stop object’s Stop Status picklist field.

   6. From the Object Manager → Sales Tax object, click the Edit button. Under Optional Features, check the box for Track Field History. Click Save.

      Deleting fields in the Lightning UI is sometimes not possible. Switch to the Classic UI to perform any field or Visualforce pages if experiencing issues.

4. The 7.12 upgrade includes the addition of Vendor type Carrier quotes and the ability to accept multiple quotes for a single Load. All accounting integrations should be thoroughly tested to ensure proper functionality.

5. Obtain the 7.12 installation URL and password from your Revenova representative.

6. Install the upgrade. 

   1. Select Install for All Users.

   2. Click Upgrade.

   3. Check the Yes, grant access to these third-party web sites box.

   4. Click Continue.

   5. In Setup, find Deployment Status and click the link to view the progress of the installation.

   6. Wait for the Installation succeeded email.

      Several new objects and fields are included in the 7.12 installation. Set CRUD access for the objects and/or fields accordingly.

      Warning:

      Upgrade installations do not add any objects or fields to custom permission sets. Add new fields as necessary to any custom permission sets. New fields are added automatically to Revenova packaged permission sets and do not require additional setup.

      Custom permission sets are commonly used for:

      
      Carrier Community

      Carrier Email Loop
      Customer Community

      Customer Email Loop

      Fleet Email Loop

7. Many updates are included for the upcoming Fleet Management module update in a future release.

   1. Set CRUD access for the new Fleet Management Console tab.

   2. The Dispatch Console tab and all associated LWC components are now obsolete.

   3. Add the Fleet Permissions field to the User page layout.

      1. From Setup → Object Manager navigate to the User object.

      2. Select the User Page Layouts tab. Choose User Layout.

      3. Add the Fleet Permission field to the page payout.

      4. Click Save.

   4. Provide the appropriate Fleet Permissions to each Fleet user.

      1. Fleet Management (Ready Only, Read/Write)

      2. Trip Planning (Read Only, Read/Write)

      3. Appointment Scheduling (Read Only, Read/Write)

         

      4. Click Save.

   5. Add new Account picklist values.

      1. From Setup → Object Manager navigate to the Account object.

      2. Select the Fields & Relationships tab. Choose the TMS Type field.

      3. In the Values section, click New.

      4. Enter the following TMS types into the text box, each on a new line.

         1. Border Crossing

         2. Distribution Center

         3. Terminal

         4. Vendor

         5. Waypoint

      5. Click Save.

      6. Choose the Reorder button to rearrange the list of TMS Types as necessary.

   6. Add new Fleet Assignment picklist values.

      1. From Setup → Object Manager navigate to the Fleet Assignment (Obsolete) object.

         1. Select the Fields & Relationships tab. Choose the Status field.

         2. In the Values section, click New.

         3. Enter the following value into the text box, each on a new line.

            1. Converted

         4. Click Save.

   7. Delete obsolete fields.

      1. From Setup → Object Manager navigate to the Driver object.

         1. Carrier

         2. Dispatch Status

         3. Domicile

         4. Primary Driver

         5. Tractor/Truck

         6. Tractor/Truck as of

         7. Trailer 1

         8. Trailer 1 as of

         9. Trailer 2

         10. Trailer 2 as of

         11. Trailer 3

         12. Trailer 3 as of

         13. Trailers

      2. From Setup → Object Manager navigate to the Fleet Asset object.

         1. Status (rtms__Status__c)

      3. From Setup → Object Manager navigate to the Load object.

         1. Driver Assignment Status

            Orgs with the Analytics or PayIQ package installed are not able to delete the Driver Assignment Status field. Skip deleting this field.

   8. Create an Email Loop for Fleet Management.

      1. The new Email Loop may be separate or part of an existing Customer or Carrier Email Loop.

      2. See additional documentation for more information to create a Fleet Email Loop.

   9. The Queued Transaction batch processes three additional updates.

      1. Fleet Load Changed.

      2. Fleet Driver Confirmation Accept.

      3. Fleet Driver Confirmation Decline.

   10. The Fleet Assignment object is now obsolete.

   11. The Dispatch button is removed from the Carrier Quote Builder on the Freight Quote Assistant.

   12. The No Appointment warning for Fleet Loads on the Load Detail LWC is removed.

   13. Before performing step 8, complete the following.

       1. Navigate to TMS Admin → Configuration. Confirm the Fleet Management Default Carrier field is populated with the correct Carrier.

       2. Navigate to Setup → Object Manager. Select the Fleet Assignment (Obsolete) object and find the Status field. Confirm the field has the Converted picklist value.

8. From TMS Admin → Configuration click on the Reset Reference Data button ONCE and wait for the email indicating completion. This process does the following:

   1. Sets the new Use Platform Events For checkboxes to Checked.

      1. Customer Rate Load

      2. AR Calculate Balances

      3. AR Calculate Shared Credit Limit

      4. EDI 990 Outbound

      5. EDI 214 Outbound

      6. Project 44

      7. Project 44 Tracking

      8. Project 44 Unified Tracking

   2. Creates record types to support a future integration with SMC3 EVA.

      1. 4 new Accessorial records are created. (Accessorial Type)

         1. Appointment Required at Delivery (Delivery)

         2. Appointment Required at Pickup (Pickup)

         3. Collect on Delivery (Load)

         4. In Bond Shipment (Load)

      2. 18 new SMC3 EVA Provider value API Accessorial records are created. (API Accessorial Code)

         1. Appointment Required at Delivery (APTD)

         2. Appointment Required at Pick Up (APTP)

         3. Collect On Delivery (COD)

         4. Construction/Utility Delivery (CNSTD)

         5. Construction/Utility Pick Up (CNSTP)

         6. Excess Length - Over 120” (OVR)

         7. Guaranteed (EXCL)

         8. Hazardous Material Handling (HAZ)

         9. In Bond Shipment (INBD)

         10. Inside Delivery (IDL)

         11. Inside Pick Up (IPU)

         12. Lift Gate Delivery (LFTD)

         13. Lift Gate Pick Up (LFTP)

         14. Limited Access Delivery (LTDAD)

         15. Limited Access Pickup (LTDAP)

         16. Notify Prior to Delivery (MNC)

         17. Residential Delivery (RES)

         18. Residential Pick Up (REP)

      3. 3 new Service Level records are created.

         1. Guaranteed Morning

         2. Guaranteed Noon

         3. Guaranteed End of Day

   3. Updates the following record types to support upcoming changes to Fleet Management.

      1. Driver object field records are updated as follows. (Pass 1)

         1. The Status field is set to Available.

         2. The Confirmation Method field is set to Email.

         3. The Email field is set to the Associated Contact Email.

      2. Fleet Asset object field records are updated as follows. (Pass 2)

         1. The Company Division field is set to the TMS Admin → Configuration Fleet Management Default Carrier.

         2. The Status field is set to Available.

      3. Zone object field records are updated as follows. (Pass 3)

         1. The Category field is set to Rate Entry.

      4. Fleet Assignment records are converted to Trip Plan records. (Pass 7)

         1. These records are converted 1 to 1.

   4. Updates the following Accessorial records for the WWEX integration.

      1. Populates two new Accessorial records used by the WWEX Speedship integration. (Accessorial Type)

         • Carrier Terminal Drop Off (Pickup)

         • Hold at Terminal (Delivery)

      2. 43 new WWEX Speedship Provider value API Accessorial records are created. (API Accessorial Code)

         1. After Hours Delivery (AFTRHRDEL)

         2. After Hours Pick Up (AFTRHR)

         3. Airport/Gov/Mines/Gas & Oil Fields Delivery (AIRDEL)

         4. Airport/Gov/Mines/Gas & Oil Fields Pick Up (AIRPU)

         5. All Risk Insurance (ALLRISK)

         6. Blind Shipments (BLIND)

         7. Carrier Terminal Drop Off (DRP)

         8. Construction/Utility Delivery (CONDEL)

         9. Construction/Utility Pick Up (CONPU)

         10. Corrected BOL (CORBOL)

         11. Customs (CUSTOMS_FEE)

         12. Detention at Delivery (DETDEL)

         13. Detention at Pick Up (DETPU)

         14. Diversion (RECON)

         15. Exhibition Trade Show Delivery (CNVDEL)

         16. Exhibition Trade Show Pick Up (CNVPU)

         17. Extra Labor Delivery (XTRLBR)

         18. Guaranteed (GUR)

         19. Hazardous Material Handling (HAZM)

         20. High Cost Delivery Surcharge (HCD)

         21. Hold at Terminal (HOT)

         22. Holiday Delivery (HDAYDEL)

         23. Holiday Pick Up (HDAYPU)

         24. Inside Delivery (INDEL)

         25. Inside Pick Up (INPU)

         26. Lift Gate Delivery (LGDEL)

         27. Lift Gate Pickup (LGPU)

         28. Limited Access Delivery (LTDDEL)

         29. Limited Access Pickup (LTDPU)

         30. Lumper Delivery (LUMPER)

         31. Notify Prior to Deliver (NOTIFY)

         32. Protect From Freezing (PFZ)

         33. Redelivery (REDEL)

         34. Residential Delivery (RESDEL)

         35. Residential Pick Up (RESPU)

         36. Saturday Delivery (SATDEL)

         37. Saturday Pick Up (SATPU)

         38. Single Shipment Fee (SINGSHIP)

         39. Sort/Segregate Delivery (SORT)

         40. Stop Off (STPOFF)

         41. Sunday Delivery (SUNDEL)

         42. Sunday Pick Up (SUNPU)

         43. Vehicle Ordered Not Used (TCKNU)

   5. Sets the Service Type field on all Carrier Service records to Carrier.

      Thoroughly check the accessorial names. If accessorial names were changed, the API Accessorial records in step ii do not insert.
      If API Accessorial records do not insert, correct any accessorial names and press the Reset Reference Data button again. Only press the Reset Reference Data button once accessorial names are corrected to insert the API Accessorial records.

9. Prevent an issue where LaneIQ does not return results for City/State searches.

   1. Navigate to the org. Home page. The default is “Home - Revenova Default.” Complete the following steps for any custom Home pages.

   2. From the Home page choose Setup → Edit Page.

   3. Select LaneIQ to open the LWC settings on the right side of the screen.

   4. Remove any values in the Default Country field.

   5. Click Save and exit the Builder.

      

10. All Revenova packaged Lightning Record Page layouts are updated during the 7.12 upgrade installation. All page layouts are now standardized.

11. Activate the following picklist values.

    1. From Setup → Object Manager navigate to the API Accessorial object.

       1. Select the Fields & Relationships tab. Choose the API Provider field.

          1. In the Inactive Values section, click the Activate link for the following Inactive Values.

             1. SMC3 EVA

             2. WWEX Speedship

12. Prepare for a future SMC3 EVA API integration.

    1. From Setup → Object Manager, navigate to the Transportation Profile object. From Fields & Relationships, click the Tracking Provider field.

       1. In the Values section, click the New button.

       2. Enter “SMC3 EVA” in the text box. Check the appropriate record types and click Save.

       3. In the Values section, click the Reorder button to move the SMC3 EVA selection up or down in the picklist. Click Save when finished.

13. Support for multiple Carrier type and Vendor type Carrier quotes on a Load.

    1. A Load supports an Accepted single Carrier type and multiple Vendor type Carrier quotes.

    2. All custom Accounting integrations must be tested prior to upgrading to production. New functionality may impact the integration.

    3. Create Vendor type Carrier Services to create Vendor quotes.

       1. See more information on creating Vendor type Carrier Services.

    4. Insert the Vendor Rate Confirmation .PDF document.

       1. Navigate to the gear icon and select Developer Console.

       2. From the Developer Console, select the Debug dropdown and choose Open Execute Anonymous Window.

       3. Copy and paste the following code into the console:

          insert new rtms__TMSDocument__c(Name = 'Vendor Rate Confirmation');

       4. Highlight the pasted text and click Execute Highlighted Action.

       5. When completed, close the Developer Console.

14. Improvements to the Net Freight Charges field Functionality.

    1. The new Freight Surcharge field on the Vendor Invoice captures the Freight Surcharge on the corresponding Carrier quote. The Net Freight Charges field on the Vendor Invoice includes the new Freight Surcharge field in the calculation.

    2. All custom Accounting integrations must be investigated prior to upgrading production to determine if the addition of Vendor type Carrier quotes impacts the integration.

15. Move TMS Queued Transaction Event Processing to Platform Events.

    1. Unless otherwise specified, it is strongly recommended to use Platform Events for all processes provided.

    2. Confirm from TMS Admin → Configuration that Use Platform Events For is checked for:

       1. Customer Rate Load

       2. AR Calculate Balances

       3. AR Calculate Shared Credit Limit

       4. EDI 990 Outbound

       5. EDI 214 Outbound

       6. Project 44

       7. Project 44 Tracking

       8. Project 44 Unified Tracking

16. Remove obsolete Visualforce pages from the Load page layout. The new Document Generation LWC on the Load header provides the ability to create and send documents.

    1. Navigate to a Load and select the gear and choose Edit Page.

    2. Select the Documents tab.

    3. Delete the following tabs.

       1. Generate Document

       2. Email Document

          

    4. Click Save.

       The Documents button is not installed on custom Lightning Record Pages.

       1. From the Setup icon, select Edit Page.

       2. Select the Highlights Panel.

       3. Under Actions, choose Add Action.

       4. Search for and select the Documents Quick Action.

       5. Click Done.

       Perform this action on the following pages if using a custom Lightning Record Page(s).

       • Load

       • Carrier Quote

       • Customer Quote

       • Customer Invoice

       • Vendor Invoice

17. Migrate to the new WWEX Speedship API from the obsolete Worldwide Express API. The new API supports adding cargo insurance during the Carrier quoting process. See the WWEX Speedship article for more specific setup.

    1. Turn off the existing Worldwide Express API.

       1. From TMS Admin → Credentials, find the Worldwide Express card.

          1. Uncheck Enabled on the Credentials record.

          2. Click Save.

       2. Find the WWEX Speedship credentials card.

          1. Check the Enabled box on the card.

          2. Enter the new User Id and Password 1.

          3. Click Save.

    2. Create or update Carrier Service records. Replace the Credentials field with the field found on the WWEX Speedship record. Confirm the Carrier Services is Checked as Enabled. The API Provider field automatically updates to WWEX Speedship when saved. See the Carrier Service Setup article for more information.

    3. To request insurance from WWEX, the "All Risk Insurance" accessorial must be added to new loads.

       1. From TMS Admin → Accessorials, click Edit for All Risk Insurance.

       2. Check the Pre-Quote box.

       3. If using in the Customer Portal, check Customer Portal Selection.

       4. Click Save.

    4. Enable the two new Accessorial records in the Customer Portal.

       1. From TMS Admin → Accessorials, click the Edit link on the following Accessorial records.

          1. Carrier Terminal Drop Off (Pickup)

          2. Hold at Terminal (Delivery)

       2. Check the Customer Portal Selection box.

       3. Click Save.

18. Use Rate Entries to filter Carrier quotes generated with the SMC3 integration.

    Skip this step if upgrading from 7.11.2. This task was completed as part of the patch installation.

    1. From Setup → Object Manager, navigate to the Rate Entry object. From Fields & Relationships, click the Direct/Interline field.

    2. Add the following to the picklist. In the Values section, click the New button. Enter the following values each on a separate line.

       1. Direct - Direct

       2. Direct - Interline

       3. Direct - Partner

       4. Interline - Direct

       5. Interline - Interline

       6. Interline - Partner

       7. Partner - Direct

       8. Partner - Interline

       9. Partner - Partner

    3. Click Save.

19. Carrier Email Loop Permission Updates
    If Carriers (Carrier Service) are required to enter information such as Driver Name, Driver Phone Number, or Driver Comments before accepting a Load Tender, the Create permission must be added on the Load object. Create a new Permission Set for the Email Loop user.

    1. Navigate to Setup and search for Permission Sets.

    2. Click the Permission Sets link and find the TMS Carrier Email Loop permission set.

       1. If using a custom permission set, confirm the permission set contains Create access on the Load object.

    3. Choose the Clone link.

    4. Delete the API Name and provide a new Label for the permission set. Press tab to populate the API Name field based on the new Label. Click Save.

    5. Select the new permission set.

    6. Choose Object Settings.

    7. Select Loads.

    8. Click the Edit button and update the Object Permissions to enable Create access.

       

    9. Click Save.

    10. Return to the original TMS Carrier Email Loop permission set.

        1. Click the Manage Assignments button.

           

        2. Select the Email_Loop Site Guest User link.

        3. Choose the Edit Assignments button on the Permission Set Assignments related list.

           

        4. Select the new permission set and add it to the Enabled Permission Sets column.

        5. Click Save.
           See the Carrier/Customer/Fleet Email Loop documentation for more information.

20. Create and configure Limited Access Accessorial charges.

    1. Navigate to Setup → Object Manager.

    2. Select the Accessorial object and then choose the Page Layouts tab.

    3. If required, select the applicable custom page layout.

    4. Add the Limited Access field to the layout.

    5. Click Save.

21. Make sure all required TMS batch jobs are running and/or scheduled. See the Batch Processes article for suggested run times.

Release 7.12 Field/Field Set Modification Summary – TMS

Note:

Review fields added by the installation. Set CRUD access as needed.